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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ) -- Ignore unavailable to you. Want to Upgrade?

To: Zebra 365 who wrote (9182)	6/4/1998 8:57:00 PM
From: Frostman	Read Replies (1) \| Respond to of 23519

Zebra, this may be the source... From WSJ intereactive ******************************* June 4, 1998 Pharmacia & Upjohn Still Studying Impotence Treatments Dow Jones Newswires LONDON -- Pharmacia & Upjohn Inc. (PNU) said Thursday that it's conducting "follow-up" research on its Caverject anti-impotence drug. But the Swedish-U.S. drugs company sought to play down market talk that it's working on a rival product to Viagra, Pfizer Inc.'s (PFE) oral impotence drug that has already captured 90% of the U.S. market for treating the ailment. A spokesman for Pharmacia & Upjohn said the company doesn't comment on early stage drug trials. But he added "we have said nothing to make people think we're working on some secret new compound." Pharmacia & Upjohn noted, however, that it's conducting routine follow-up studies on injectable impotence drug Caverject. Sales of Caverject rose 10% to $27 million during the fourth quarter and were up 26% on the year to $88 million. Earlier Thursday, Pharmacia & Upjohn's head of research and development, Goran Ando, was quoted as saying the company is working on "several new treatments for impotence." Since Viagra hit the shelves, the industry's focus has been squared on oral impotence treatments. While injectable drugs like Caverject have been around for some time, until Viagra's launch, the true size of the market wasn't apparent.>> *******************************************

To: Zebra 365 who wrote (9182)	6/5/1998 1:25:00 AM
From: bigg e	Read Replies (1) \| Respond to of 23519

Zebra...The Good...1) Efficacy reported as satisfactory more advanced ED cases, 2) IMS script data leveling with upturn expected in next 1-3 weeks, 3) $4.00 book value, 4) $38M cash ending this quarter, 5) Current SGA expenses averaging approx $18M per quarter. Possible downsize of direct sales force with outside agreements with larger pharmaceutical companies operating on commission basis. Would bring SGA expenses into $5M per quarter range, 6) Pending new plant approval which will increase product margins. Current costs approx $5.75 per unit. New plant product estimated at $2.75 per unit with production totally in house, 7) International sales estimated this quarter at $10M, $12M 3'rd, $14M 4'th, 8) 14M shares shorted, 9) Local side effects with proven safety. Non systemic option, 10) contrarian mentality, against the herd.....The Bad...1) Pending class action suits, 2) The Pill(s), 3) Declining scripts, 4) Delayed plant approval, 5) Quarter to quarter cash reduction, 6)Management percieved as shareholder unfriendly,7)Reduced earnings estimates and downgrades,8)Out of favor with the street,9)Conflicting efficacy reports,10)Annoying side effects and application difficulties.......The Ugly...Just look at the chart....PS...When the scripts turn so will the sheep